Staff Record: Edit, Qualifications, Pay Rate Codes

Edit Staff

1. Click the +(Plus) icon next to the house icon for the location to expand.
2. Select Staff from the list. 
   
    
3. Select the Staff person you want to edit.
   
    
4. Click the Edit button from under the Home tab.
   
    
5. Make any changes you need and then click Save & Close.

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Add Staff Qualifications

1. Click the +(Plus) icon next to the house icon for the location to expand.
2. Select Staff from the list.
   
    
3. Select the Staff person you want to edit.
   
    
4. Click the Edit button from under the Home tab.
   
    
5. Select the Qualifications tab for the Staff. 
   
    
6. Click Add. This will bring up the Select Credential(s) window.
   
    
7. Select the Credentials from the list and click OK. This will add the Credentials to the Staff Qualifications tab.
   
    
8. Change Issued, Expires date or Cert/Lic Number, and Documentation/Notes if needed. 

   NOTE: If you try to enter an Expires date for a lifetime credential you will get an Invalid Action pop-up.

   

9. Enter the Clearances Cleared and Expires dates for TB, DOJ, and FBI as required by your state.
   
    
10. Click Save & Close.

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Add Staff Pay Codes

1. Click the +(Plus) icon next to the house icon for the location to expand.
2. Select Staff from the list.
   
    
3. Select the Staff person you want to edit.
   
    
4. Click the Edit button from under the Home tab.
   
    
5. Select the Pay Codes tab for the Staff.
6. Click Add. This will bring up the Pay Codes list.
   
    
7. Select the Pay Codes for this Staff and click OK.
   
    
8. Enter the details for each Pay Code added, including $$ / Hr,Mileage, Default Service Rate, and Default Non-Service Rate.
   
    
9. Click Save & Close.

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Change Staff Pay Codes

1. Click the +(Plus) icon next to the house icon for the location to expand.
2. Select Staff from the list.
   
    
3. Select the Staff person you want to edit.
   
    
4. Click the Edit button from under the Home tab.
   
    
5. Select the Pay Codes tab for the Staff.
6. Make any changes needed, then click Save & Close.
   

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Related Articles:

• Staff Record: Add
• Staff Record: Terminate or Inactivate
• Navigate Staff Records
• Add Special Identifiers to Staff Records